Articles tagged "Terri Kallsen"


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What happened next after a Wall Street analyst called Walter Bettinger on the carpet for capping virtual RIA's fees

The Schwab CEO cedes no ground to Rich Repetto and others who come to San Francisco to question whether shareholders are losing as investors win

March 17, 2017 — 8:06 PM UTC

Schwab's grand plan to alleviate its 300-to-1 customer-to-advisor crunch gets indefinitely shelved

The San Francisco-based broker has also toned down its talk of branch expansion -- even as Fidelity, at 190 centers, gains on Schwab

February 16, 2016 — 8:45 PM UTC

Terri Kallsen sold 15,469 shares of Schwab stock but did she also sell short her own vision?

Schwab's head of retail dumped more than half her company stock exactly a year after becoming retail chief with bold goals

February 1, 2016 — 10:57 PM UTC

In a six-month-mark reality check, Walt Bettinger recasts Schwab's retail robo-advice as a 'tool' -- but a handy one

After the mini-Manhattan Project of Schwab Intelligent Portfolios, its CEO is showing a fuller hand of cards that goes way beyond B2C

August 5, 2015 — 6:52 PM UTC

Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion

Newbie Terri Kallsen gets the Bettinger nod to spend big on doubling advisor force and growing branch count to 500

July 24, 2015 — 11:40 PM UTC

Schwab spills robo-beans to Wall Street, including a Schwab Bank wrinkle, cannibalization rates and the algorithm's distaste for OneSource funds

Calling Schwab Intelligent Portfolios a $400-billion opportunity, Walt Bettinger boasts of his own four-minute sign-up

February 12, 2015 — 10:49 PM UTC

Schwab promotes relative newcomer Terri Kallsen to head retail, with John Clendening getting the golden parachute and Andy Gill transitioned

The hire from USAA is a nod to that firm's success inspiring loyalty but Kallsen will need to break the streak of short-lived tenures in that position

January 16, 2015 — 5:28 PM UTC
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